Ashley Archer is a financial advisor with Cetera based in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at various affiliated firms since 2014 and is a 100% owner of Olympus Financial Inc. She also serves as a board member of the Cowtown Clubhouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, offering portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Kimberly Townes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a brief period at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Linda Harris is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2007 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions for clients.

Jacob Vandercook is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Located in Fort Worth, TX, he joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Brian Wasson is a financial advisor with Ameriprise in Keller, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at PNC Investments and BBVA Wealth Solutions, among others. He maintains a dual employment arrangement as a financial advisor with Randolph Brooks Federal Credit Union alongside his role at Ameriprise. Ameriprise Financial Services serves individual and institutional clients with a range of advisory offerings, including a specialized Premier Retirement Income service that provides tailored retirement income planning based on detailed analysis and collaboration between a centralized service team and client advisors.

Russell Baker Jr. is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Edward Jones, Capital One Investing, LLC, and Raymond James Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Timothy Crow serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He has dedicated his entire career to Merrill Lynch since 2000, focusing on helping families achieve long-term financial goals and aspirations. Tim works closely with clients to develop personalized financial strategies tailored to their unique objectives, with expertise in areas such as education planning, equity compensation services, family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. Tim holds a Bachelor's degree from Chapman University's School of Business and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He also earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™, having completed associated coursework in conjunction with The Wharton School of Business at the University of Pennsylvania. In addition to his professional work, Tim is active in his community as a youth basketball and baseball coach. He resides in Texas with his wife and two sons.

Chase Darden is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and several related Northwestern Mutual entities from 2024 to 2026 and served in the U.S. Air Force for 16 years prior to entering the financial sector. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships using firm-approved tools to analyze client goals and recommends investment categories and strategies without exercising investment discretion.

Ryan Williamson is a financial advisor with Thrivent Investment Management in Fort Worth, TX. He holds a Series 66 designation and has been with Thrivent since 2025. Prior to his current role, he spent several years working in education with Village Tech Schools and Burleson ISD. Outside of advisory services, Ryan manages a family LLC related to a rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based planning on various financial topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

John Rizer is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2024, he worked at Fidelity Investments from 2022 to 2024. His background also includes roles with the Baltimore Orioles Organization and Hillstone Restaurant. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Tara Blair is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked for Lincoln Financial Advisors Corporation for 26 years. Outside of her advisory role, she is involved with Blair Capital Group LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Brandon Lydick is a CFA® charterholder with 19 years of industry experience, currently affiliated with J.P. Morgan Securities in Fort Worth, TX. He has worked at J.P. Morgan since 2010 and is also involved with Daman Lydick Investments Ltd and Storetech Inc. Lydick serves on the board of the Adera Foundation, a nonprofit focused on strengthening family units in Ethiopia through education initiatives, and participates in the finance committee of White's Chapel United Methodist Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide non-discretionary investment decisions.

Jeffery Greathouse is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Texas Heritage National Bank, and five years of service in the United States Army Reserve. Outside of his advisory work, he owns GREEN GLACIER, LLC, a business that registers trademarks and sells t-shirts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Joshua Murray is a financial advisor with Primerica Advisors in Azle, TX, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of his advisory role, he is a director of Joshua Murray & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Ryan Groce is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles from 2011 to 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Cal Crabtree is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Sprint Energy Services, LLC, and US Ecology Inc. He has three years of experience specifically with Equitable. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models.

Robert Kight is a financial advisor with UBS Financial Services in Ft. Worth, TX. He holds Series 63 and Series 65 credentials and has 26 years of industry experience, including over 27 years with UBS. He serves as Treasurer for Hillside Community Church. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services through a network of Financial Advisors who use proprietary research and model-based asset allocations.

Ethan Wehrman is an advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and brings experience from previous positions at Wells Fargo Bank, PNC Bank, City Bank, and Prosperity Bank. Outside of finance, he has worked in the food service industry, including roles at Nothing Bundt Cakes and Double Daves Pizza. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory services, leveraging research and analytics to support diversified investment strategies and retirement plan consulting.

Lori Gust is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also owns Bella Arte, a business focused on photographing and selling still life photos directly to individuals. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Sidney Crose is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2003. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with tailored services that include a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.